Portfolio management.
Performance reporting.
Choice and flexibility for the rest.
Unifying best-of-breed technologies for a superior advisor experience.
CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.
Click the [+] icons below to learn more.
Zoom and pan to see highlights of CircleBlack.
Financial Planning Integrations
CRM Integrations
Risk Analytics Integrations
Custodial Feeds
Generate and deliver Performance, Holding, Balance and Exposure reports to facilitate communications with clients.
Make the most informed investment decisions for an account or household. Perform an online, detailed analysis of an account or household, drilling into performance, exposure, transactions and more.“CircleBlack is ‘skating to where the puck is going’, executing on their vision of bringing together best-of-breed technology to deliver the digital platform advisors need to succeed in the current and future marketplace.”
Joel Bruckenstein, Founder of the T3 Fntech Wealth Management Conference, and a strategic consultant to wealthtech firms.
CircleBlack is an integrated advisor hub, built on an open platform that’s fast, scalable, and easy to deploy.
Work smarter, not harder
- Gain a 360-degree view of advisor and client activities
- Work within a single, powerful interface
- Build relationships with investor communication tools
- Integrate a wide array of advisor technology solutions to work more efficiently
- Customize to fit business and investor needs
Do more, because it has more
- Best-of-breed technology that works for your business
- Clear visibility into investments and clients
- Open platform for easy scaling
- Fast and easy to deploy
- Superior Investor app for enhanced client engagement
There’s a CircleBlack solution tailored to your needs.
Registered Investment Advisors
Aggregators/ Tamps
Custodians
